Barbara J. Paige, MBA, CFP®, APMA®, CRPC®
Vice President & Financial Advisor
As a CERTIFIED FINANCIAL PLANNERTM at Seventy2 Capital, Barbara strives to be an ally to all her clients, which range from corporate professionals and executives to business owners and retirees. Barbara puts their interests first by offering comprehensive, personalized financial advice, wealth management, and client service. She asks questions that clients may not have heard before to discover their goals and their current financial circumstances and works together with clients to create a personalized investment strategy for today and in the future.
Barbara has been working in the financial services industry for 26 years. Prior to joining Seventy2 Capital as a Vice President and Financial Advisor, she served as a financial advisor at Ameriprise, as well as serving as a non-profit executive, a Director at Private Placements, TIAA-CREF, and a Principal for Segora Consulting. She was named a Five Star Wealth Manager in 2019 and 2022 in recognition of her efforts serving clients.
Barbara holds a Bachelor’s degree in Business Administration from Temple University, as well as an MBA in Finance from The Wharton School of Business at University of Pennsylvania. She is a member of the Financial Planning Association as well as the White House Fellows Association. Barbara also holds the Accredited Portfolio Management Advisor (APMA®), and Chartered Retirement Planning Counselor (CRPC®) designations. Outside of work, health and fitness are priorities for Barbara; she enjoys working out, cycling, and yoga. Additionally, Barbara recharges through travel, literature, and music, and regularly engages in activities that create opportunities for personal and spiritual growth.
This award was issued on 7/1/22 by Five Star Professional (FSP) for the time period 09/20/2021 through 04/8/2022. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3215 Houston-area wealth managers were considered for the award; 176 (5% of candidates) were named 2022 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2021: 3133, 176, 6%, 7/1/21, 9/14/20 - 4/30/21; 2020: 3219, 174, 5%, 7/1/20, 9/30/19 - 4/17/20; 2019: 2992, 209, 7%, 7/1/19, 10/15/18 - 4/26/19; 2018: 3114, 218, 7%, 7/1/18, 10/27/17 - 5/21/18; 2017: 2000, 228, 11%, 7/1/17, 10/24/16 - 5/24/17; 2016: 1763, 437, 25%, 6/1/16, 10/16/15 - 5/16/16; 2015: 2289, 408, 18%, 7/1/15, 10/16/14 - 5/16/15; 2014: 3958, 410, 10%, 7/1/14, 10/16/13 - 5/16/14; 2013: 3001, 504, 17%, 8/1/13, 10/16/12 - 5/16/13; 2012: 2105, 425, 20%, 7/1/12, 10/16/11 - 5/16/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
This award was issued on 7/1/19 by Five Star Professional (FSP) for the time period 10/15/2018 through 04/26/2019. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2992 Houston-area wealth managers were considered for the award; 209 (7% of candidates) were named 2019 Five Star Wealth Managers.
Location: Bethesda